Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,782 institutions that hold shares in the stock, with a total of 5.98 Billion shares, which have been reported (via 13F filing form) to have a value of $3.04 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
22,123
shares
|
$11.2 Million
3.09% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
22,106
shares
|
$11.2 Million
5.36% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Bw Gestao De Investimentos Ltda.
|
Nov 13, 2025 Q3 2025 |
22,056
shares
|
$11.2 Million
0.56% of portfolio
|
Q3 2025
Reduced 60.39%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
22,048
shares
|
$11.2 Million
3.37% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
22,040
shares
|
$11.2 Million
3.05% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
22,016
shares
|
$11.2 Million
2.36% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
22,012
shares
|
$11.2 Million
5.66% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
22,003
shares
|
$11.2 Million
3.84% of portfolio
|
Q4 2025
Added 1.17%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
22,001
shares
|
$11.2 Million
3.44% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Sphera Management Technology Funds LTD
Tel Aviv, L3 |
Nov 14, 2025 Q3 2025 |
22,000
shares
|
$11.2 Million
3.59% of portfolio
|
Q3 2025
Reduced 10.87%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
21,952
shares
|
$11.1 Million
4.73% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 05, 2025 Q3 2025 |
21,950
shares
|
$11.1 Million
3.61% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
21,939
shares
|
$11.1 Million
1.23% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Kercheville Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
21,926
shares
|
$11.1 Million
3.5% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
21,881
shares
|
$11.1 Million
3.82% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Eagle Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
21,859
shares
|
$11.1 Million
3.84% of portfolio
|
Q4 2025
Reduced 1.32%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
21,849
shares
|
$11.1 Million
7.56% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Eastover Investment Advisors LLC
|
Jan 12, 2026 Q4 2025 |
21,806
shares
|
$11.1 Million
4.96% of portfolio
|
Q4 2025
Reduced 1.04%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
21,802
shares
|
$11.1 Million
4.02% of portfolio
|
Q2 2025
New holding
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
21,792
shares
|
$11.1 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Notis Mc Conarty Edward
|
Nov 07, 2025 Q3 2025 |
21,774
shares
|
$11.1 Million
5.28% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
21,768
shares
|
$11 Million
1.09% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
21,739
shares
|
$11 Million
5.77% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
21,707
shares
|
$11 Million
0.73% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
21,674
shares
|
$11 Million
2.91% of portfolio
|
Q3 2025
Added 0.04%
|
|